# Financial advisors for estate planning in Walnut Creek, California > For estate planning in Walnut Creek, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Christopher Hughes of Burton Enright Welch, Jon Henderson of Echo45 Advisors and Alexis Olian of Treehouse Wealth Advisors. Page: https://find.wellspent.co/specialties/estate-planning/california/walnut-creek/ 29 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Walnut Creek? For estate planning in Walnut Creek, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Christopher Hughes of Burton Enright Welch, Jon Henderson of Echo45 Advisors and Alexis Olian of Treehouse Wealth Advisors. - [Christopher Hughes](https://find.wellspent.co/advisors/christopher-hughes/), Burton Enright Welch, Walnut Creek City. Holds the CFP. Fees on file: percentage of assets. - [Jon Henderson](https://find.wellspent.co/advisors/jon-henderson/), Echo45 Advisors, Walnut Creek City. Holds the CFP. Fees on file: percentage of assets. - [Alexis Olian](https://find.wellspent.co/advisors/alexis-olian/), Treehouse Wealth Advisors, Walnut Creek City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Stuart Park](https://find.wellspent.co/advisors/stuart-park/), Park Miller, Walnut Creek City. Fees on file: percentage of assets. - [David Lowery](https://find.wellspent.co/advisors/david-lowery/), Lowery Thomas, Walnut Creek City. Fees on file: percentage of assets. - [Michael Stock](https://find.wellspent.co/advisors/michael-stock/), Boltwood Capital Management, Walnut Creek City. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Walnut Creek work on estate planning? The Wellspent public graph lists 29 fee-only advisors for estate planning in Walnut Creek, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Walnut Creek charge? The most common fee among fee-only advisors for estate planning in Walnut Creek is a percentage of assets, used by 100% of the 29 with fees on file. Many use more than one: 28% charge fixed fees and 3% charge by the hour. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How much does a one-time financial plan cost in California? A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Walnut Creek, 31% of the 29 advisors listed hold the CFP. - CFP (31% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Walnut Creek advisors for estate planning compare with the rest of the US? 3% of fee-only advisors for estate planning in Walnut Creek charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California have an estate or inheritance tax? No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is California a community property state? Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in Walnut Creek? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning in Walnut Creek? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jon Henderson](https://find.wellspent.co/advisors/jon-henderson.md) | Echo45 Advisors | Walnut Creek, California | CFP | Percentage of assets | | [Christopher Hughes](https://find.wellspent.co/advisors/christopher-hughes.md) | Burton Enright Welch | Walnut Creek, California | CFP | Percentage of assets | | [David Espineira](https://find.wellspent.co/advisors/david-espineira.md) | Burton Enright Welch | Walnut Creek, California | CFP | Percentage of assets | | [Jeremy Welch](https://find.wellspent.co/advisors/jeremy-welch.md) | Burton Enright Welch | Walnut Creek, California | CFP | Percentage of assets | | [Kelly Randall](https://find.wellspent.co/advisors/kelly-randall.md) | Burton Enright Welch | Walnut Creek, California | CFP | Percentage of assets | | [Robert Enright](https://find.wellspent.co/advisors/robert-enright.md) | Burton Enright Welch | Walnut Creek, California | CFP | Percentage of assets | | [Alexis Olian](https://find.wellspent.co/advisors/alexis-olian.md) | Treehouse Wealth Advisors | Walnut Creek, California | CFP | Percentage of assets, Fixed fees | | [Cole Matsuura](https://find.wellspent.co/advisors/cole-matsuura.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Diane Bourdo](https://find.wellspent.co/advisors/diane-bourdo.md) | Treehouse Wealth Advisors | Walnut Creek, California | CFP | Percentage of assets, Fixed fees | | [Genecar Vivo](https://find.wellspent.co/advisors/genecar-vivo.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [James Sutton](https://find.wellspent.co/advisors/james-sutton.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Jason Qiu](https://find.wellspent.co/advisors/jason-qiu.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Peter Burton](https://find.wellspent.co/advisors/peter-burton.md) | Burton Enright Welch | Walnut Creek, California | ChFC | Percentage of assets | | [Sean O'Brien](https://find.wellspent.co/advisors/sean-o-brien-5012235.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Stacey Liu](https://find.wellspent.co/advisors/stacey-liu.md) | Treehouse Wealth Advisors | Walnut Creek, California | CFP, ChFC | Percentage of assets, Fixed fees | | [Stoyan Panayotov](https://find.wellspent.co/advisors/stoyan-panayotov.md) | Babylon Wealth Management | Walnut Creek, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Alex Soderberg](https://find.wellspent.co/advisors/alex-soderberg.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [Annie Klopstock](https://find.wellspent.co/advisors/annie-klopstock.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [Benjamin Peters](https://find.wellspent.co/advisors/benjamin-peters.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [Eugene Binunsky](https://find.wellspent.co/advisors/eugene-binunsky.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [Gerwin de Haan](https://find.wellspent.co/advisors/gerwin-de-haan.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [Sydney Kovacs](https://find.wellspent.co/advisors/sydney-kovacs.md) | Burton Enright Welch | Walnut Creek, California | | Percentage of assets | | [David Lowery](https://find.wellspent.co/advisors/david-lowery.md) | Lowery Thomas | Walnut Creek, California | | Percentage of assets | | [Michael Stock](https://find.wellspent.co/advisors/michael-stock.md) | Boltwood Capital Management | Walnut Creek, California | | Percentage of assets, Fixed fees | | [Zachary Wolf](https://find.wellspent.co/advisors/zachary-wolf.md) | Boltwood Capital Management | Walnut Creek, California | | Percentage of assets, Fixed fees | | [Andrew Skinner](https://find.wellspent.co/advisors/andrew-skinner.md) | Treehouse Wealth Advisors | Walnut Creek, California | | Percentage of assets, Fixed fees | | [Christopher Ruane](https://find.wellspent.co/advisors/christopher-ruane.md) | Treehouse Wealth Advisors | Walnut Creek, California | | Percentage of assets, Fixed fees | | [Erol Gokbora](https://find.wellspent.co/advisors/erol-gokbora.md) | Park Miller | Walnut Creek, California | | Percentage of assets | | [Stuart Park](https://find.wellspent.co/advisors/stuart-park.md) | Park Miller | Walnut Creek, California | | Percentage of assets | ## Related - [Retirement planning in Walnut Creek](https://find.wellspent.co/specialties/retirement-planning/california/walnut-creek.md) - [Tax planning in Walnut Creek](https://find.wellspent.co/specialties/tax-planning/california/walnut-creek.md) - [Pre-retirees in Walnut Creek](https://find.wellspent.co/audiences/pre-retirees/california/walnut-creek.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).